Urban Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Urban Wealth Management’s Portfolio PFFA Stock Details PFFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Sell	112,207 -25,100	-18%	-$535K	2.01%	9
2026 Q1	$2.8M	Buy	137,307 +44,030	+47%	+$945K	2.86%	7
2025 Q4	$2.01M	Buy	+93,277	New	+$2.01M	1.87%	14

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Urban Wealth Management's PFFA Position: Q2 2026 in Review

Urban Wealth Management reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 18% in Q2 2026, selling an estimated $535K and leaving 112,207 shares worth $2.31M. The position accounts for 2.01% of the portfolio, ranked #9.

Urban Wealth Management first reported a position in PFFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.8M in Q1 2026. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Urban Wealth Management held 112,207 shares of Virtus InfraCap US Preferred Stock ETF worth $2.31M as of Q2 2026.
Urban Wealth Management sold 25,100 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $535K.
Virtus InfraCap US Preferred Stock ETF made up 2.01% of Urban Wealth Management's portfolio in Q2 2026, its #9 holding.
Urban Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2025 and has held it in 3 quarters since.
Urban Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $2.8M in Q1 2026.
205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.